White Elm Capital as of March 31, 2017
Portfolio Holdings for White Elm Capital
White Elm Capital holds 25 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 6.7 | $36M | 298k | 120.37 | |
| Liberty Global Inc C | 6.7 | $36M | 1.0M | 35.04 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.7 | $36M | 109k | 327.32 | |
| Synchrony Financial (SYF) | 6.0 | $32M | 943k | 34.30 | |
| Amazon (AMZN) | 6.0 | $32M | 36k | 886.55 | |
| Expedia (EXPE) | 5.9 | $32M | 250k | 126.17 | |
| Visa (V) | 5.3 | $29M | 321k | 88.87 | |
| FleetCor Technologies | 5.2 | $28M | 184k | 151.43 | |
| Guidewire Software (GWRE) | 4.3 | $23M | 412k | 56.33 | |
| Citigroup (C) | 4.2 | $22M | 373k | 59.82 | |
| MasterCard Incorporated (MA) | 4.0 | $22M | 191k | 112.47 | |
| Atlassian Corp Plc cl a | 4.0 | $22M | 717k | 29.95 | |
| SEI Investments Company (SEIC) | 4.0 | $21M | 425k | 50.44 | |
| Athene Holding Ltd Cl A | 4.0 | $21M | 426k | 49.99 | |
| priceline.com Incorporated | 4.0 | $21M | 12k | 1779.94 | |
| TransDigm Group Incorporated (TDG) | 3.8 | $20M | 92k | 220.16 | |
| Veeva Sys Inc cl a (VEEV) | 3.3 | $18M | 349k | 51.28 | |
| Carter's (CRI) | 3.3 | $18M | 198k | 89.80 | |
| Huntington Bancshares Incorporated (HBAN) | 2.6 | $14M | 1.0M | 13.39 | |
| Paypal Holdings (PYPL) | 2.5 | $14M | 318k | 43.02 | |
| Univar | 1.9 | $10M | 329k | 30.66 | |
| Golar Lng (GLNG) | 1.8 | $9.8M | 349k | 27.93 | |
| Autodesk (ADSK) | 1.4 | $7.4M | 86k | 86.48 | |
| Vail Resorts (MTN) | 1.4 | $7.2M | 38k | 191.91 | |
| Verisk Analytics (VRSK) | 1.3 | $7.2M | 89k | 81.14 |
